The engineering behind this capture is superb. The boosters are 30 feet wide, 230 ft tall…
I can only imagine if Elon is totally focused on TSLA and his companies and not distracted …
I think I shoud buy 1% TSLA position as a call option on Musk.
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Can 1 percent even move the needle now?
It is a nod to his genius.
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Ahh an I own Tesla? 
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- Tesla has very high valuation
- I greatly appreciate the battery technology, but it is not clear how much it can grow or how to value that
- I think Tesla didn’t capitalize on the first mover on EV and so far they have only 3 models and clearly outside of S, the other 2 havn’t gained sufficient traction
- It is not clear where AI is going to reside. It hink It is not going to be within $TSLA
- Robotaxi is a great idea but it is not clear whether TSLA is going to operate them or going to sell to consumers or … ; Separately still there are lots of regulatory and technology challenges to be solved; I don’t see that coming in mass production for at least another 3 years and more likely 5 years.
So I am not going to be investing in TSLA for the valuation; I should have been clear earlier. I am going to buy 100 shares to keep track.
Both.
The north star is greener, less congested cities with fewer parking spaces and more parks. The Robotaxi/Cybercab will enable this vision.
I am 100% certain that Tesla will get there.
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If you believe in SpaceX, then you should buy DXYZ, not Tesla. SpaceX is currently about 37% of DXYZ.
CEOs of course are not the engineers designing or testing the rockets. That isn’t their role or job.
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Can you explain this. Best I can tell, Tesla has 5 models, S3XY and Cybertruck. The Y is has surpassed the Camry as the single best selling car in the world, the S is just a luxury car and I am not even sure it has the latest technology that Tesla offers, i.e. Unibody single piece injection (Model Y) 48 volt internal electrical grid (Cyber Truck) and so on.
Cheers
Qazulight
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In reply to myself, DXYZ is up between 50 and 70% today. No idea why it is blowing up today.
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Are you in it Hawkwin? It doesn’t seem to have done that well since inception.
I was (tiny position) but I got impatient - in particular since I could not sell covered calls on it while I waited. Got out at roughly where I got in.
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It’s NAV Is around $5.80. But I like the idea of owning some Spacex and Open AI but that seems to be priced in.
Up another ridiculous 60%+ today.
It has more than tripled in value since the election and I can’t see why.
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SpaceX is undervalued. It is light years ahead of competition and accelerating. It is positioned well with Govt. defense contracts (Starshield), Mission to mars and high bandwidth communication globally.
Flight 6 on Nov 18th. Buckle up.
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SpaceX is 37% of DXYZ and DXYZ is now trading at at P/E of over 200.
SpaceX isn’t undervalued - and I state that as someone that sees a lot of value in SpaceX - just not at a P/E that is over 200.
Starlink has 4 million subscribers. With Starship functional, the bandwidth will be 10x. Number of subscribers could go 250x to 1 Billion globally.
China is working on defense drones (hundreds of millions). Could SpaceX bid for this if US defense wants to compete ?
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It’s not even that Hawkwin the Nav is 5.80 cents a share. This is way overvalued.
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So let’s try a little experiment. Just what do you think IS the fair value for DXYZ? What would be the MOST you would pay for it?
And more importantly, do you actually own any shares of it? I did and if I still did, I would be a seller at this price.